PortfolioFit MCP server

• Registry namefit.portfolio/portfoliofitverified in the MCP registry

The registry name sits under portfolio.fit. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

• Stateanswerschecked 2026-10-21
• Tools10
• Server calls itselfPortfolioFit
• Server version2.2.0
• Protocol version2025-06-18

On 2026-10-21 the server answered initialize and tools/list without a sign-in. First answer in 194 ms.

• Whether its tools do the product's job has not been judged yet.
• Checked on 4 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 4 so far
• Answeredmeasuring4 of the 7 daily checks it takes to print a share
• Median first answer596 ms
• Space in an agent's context≈ 5,418 tokensthe definitions of all its tools (10), which an agent carries on every turn
• Tool definitionsB · 85 of 100
• Typed results10 of 10 toolsdeclared outputSchema: results come typed, read once

• Parameters without a description: in 9 of 10

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• list_analysis_portfolios

  List owner-scoped portfolios, analytics datasets, and profile readiness.

• list_portfolio_series

  Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.

• list_analyses

  Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.

• get_analysis

  Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.

• evaluate_portfolio_alignment

  Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

• calculate_portfolio_constraints

  Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.

• upload_portfolio_series_rows

  Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in…

• cancel_portfolio_series_upload

  Cancel a pending upload and permanently remove its staging chunks.

• review_portfolio_series_profile

  Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.

• calculate_portfolio_statistics

  Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily…